Prospecting
Client prospecting tips for insurance agents and other financial professionals.
The Ten Commandments of Client Communication
By Bryce SandersThe key to building long-term relationships is developing a personal connection.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 29, 2026
Osaic Taps Finny for AI-Powered Prospecting ToolsOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.
January 11, 2026
Use FORM to Get People Talking About ThemselvesFind asking nosy questions at parties awkward? This strategy works better.
January 06, 2026
10 Advisor Resolutions for Better Time Management in 2026These suggestions should make you a lot more productive without placing additional burdens on your time.
December 22, 2025
10 Do's and Don'ts for Attending Holiday PartiesYou might meet people beyond your reach the rest of the year. Are you making a good impression?
December 16, 2025
10 Books That Spark Interesting ConversationsIt's party season. You will meet people from many walks of life. What will you talk about?